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Lessons From The Great Financial Crisis | "Clear Takes" with Vincent Daniel and Danny Moses
Danny Moses and Vinnie Daniel of Seawolf Capital join Clear Street's Puneet Pardasani to share their contrarian view of today’s markets. They explain how passive flows and momentum-driven market structure create inefficiencies, and they compare the AI capex boom to both the dot-com era and the GFC. They point to circular financing, data center securitization and leverage sitting outside the banking system.
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For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and…
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